Finacial Services Representative
Role is Hybrid to Downtown Columbus
Must live within 30 miles of Columbus
Updates about the role:
- We are a processing team in Public Retirement Plans Operations. The team is 27 total but split between 2 leaders.
- The contractors would be keying in distribution requests.
- The daily goal is 55+ transactions with 99% accuracy.
- They need to ensure they follow federal, state and plan regulations.
- They may help the Not In Good Order team and have to send emails that are a template to participants.
- We email internally for requests for specialized requests with Relationship Consultants or Solution Center leadership.
- 0% of outbound/inbound calls at this time, but may move to making some calls are a part of the process later this year or next year.
- Data entry with attention to detail is important. Customer service mindset to make the process easier and help the customers but seeing what is needed to complete a request is helpful too.
- Financial Services/ Banking can be helpful, but data entry and attention to detail is the most important.
- This group works 38.75 hours per week when there aren’t holidays. We do work on Christmas Eve, New Year’s Eve but are closed on Thanksgiving, Christmas, New Year’s day and 4th of July.
- This year the volumes are rising so there has been voluntary overtime most of the year and mandatory in the first quarter.
Summary of Job Responsibilities:
Provides prompt efficient service for assigned product and/or service center internal and external customers.
Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.
The following duties cover what are generally believed to be principal and essential functions of the job.
Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.
1. Receives and responds to incoming customer/ broker/ agent/ government agency inquiries.
2. Communicates with customers, agency/brokerage force, service centers, internal/external sales support and other industry companies through oral and written communication.
3. Assists customers with financial transactions.
4. Consults and interprets contract provisions for current and past products and assumed business for policyholders, agents/brokers and other Enterprise operating units.
5. Maintains current knowledge of contract and product provisions and administration of Client products, and the processing systems and related federal and state regulations.
6. Resolves routine errors requiring corrective processing.
7. Demonstrates the ability to identify situations that require advanced technical knowledge or exception processing, and refers the situation to a lead team member if necessary.
8. Processes monetary transactions according to policy provisions within assigned limits.
9. Reviews, researches, and interprets records and reports to accurately make decisions.
10. Performs other duties as requested.
Education:
High school studies. Undergraduate studies desirable.
Participation in technical coursework such as LOMA, CLU, ChFC desirable. NASD series 6 and/or 26 preferred, and may be required based on assigned product/line-of-business or distribution system.
Experience:
Three years work experience with two years product-related customer service work experience preferred.
Work experience with undergraduate studies preferred.
Knowledge:
General office practices, customer service, and office equipment.
Information systems and insurance/financial services industry practices (i.e. annuities, mutual funds) preferred.
Basic mathematics, familiarity with office filing systems and record keeping procedures, and problem-solving techniques.
Skills:
Ability to prioritize own work within standards.
Effective written and oral communication skills to interact with customers, team members, and management.
Decision making skills necessary for customer contacts.
Ability to identify and evaluate problems and analyze customer inquiries and determine the appropriate action.
Proven ability to operate a CRT and PC.
- **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
The interactions that I have had with your representatives have always been prompt and very professional. I am very pleased and impressed with your company and services.
Sioe, Consultant
Working for Rose International was the most pleasant assignment I have ever had. They were always on top of situations when necessary, and very helpful. I was very proud to be an employee of Rose International, and would recommend anyone to try to work with them.
Melvon, Consultant
Rose International maintained good communication during assignments and are very informative through email and phone calls.
Sade, Consultant
I am very happy with the Rose International, and the professionalism of the employees.
Robin, Consultant
Each time I contacted Rose, I was completely satisfied with the great attention and customer service I received. Each person was extremely knowledgeable and patient with my concerns or questions.
Diana, Consultant
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